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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,458 | $181,896-71.2% | $156,551-66.5% | $273,972-80.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.65% | 30.74%-30.1pp | 32.23%-31.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $2,941 | $6,248-52.9% | $5,501-46.5% | $4,869-39.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $188 | $15,560-98.8% | $13,028-98.6% | $10,133-98.1% |